Seattle Wealth Management
Seattle, Washington
2030 1st Avenue, 3rd Floor
Seattle, WA 98121
Phone: 206.258.5000
Fax: 206.258.5005
We’ve been a proud member of the Seattle community since our founding in 2000. In fact, our team has grown alongside the city, moving from a small shop in Capitol Hill to the Smith Tower in Pioneer Square before settling into our home in historic Belltown.
Our wealth management teams are committed to providing personalized service to individuals and families. We have deep experience advising on major liquidity events, tax planning, and executive compensation packages found at companies such as Amazon, Boeing, Microsoft, and Starbucks. We also assist family offices with significant estate and legacy planning needs.
We’re recognized among the state’s largest corporate philanthropists by Puget Sound Business Journal.
As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Pike Place Market Foundation, NatureBridge, United Way of King County, Outdoors for All, Invest in Youth, Fred Hutchinson Cancer Research Center, and Childhaven.
Driving directions
Parking is available at the Market Place Tower parking lot (89 Lenora St.)
Meet your Seattle wealth management team
I’m proud to be part of a team that focuses on all aspects of living a richer life.
View ProfileAaron Pearson, CFP®
I help clients live a richer life beyond their balance sheet by incorporating their hobbie...
View ProfileAlannah Clark
As a member of the Personal CFO team, I feel honored to be invited into the financial narr...
View ProfileAnnika Williams, CFA
I believe that finances are a lot more than just numbers, and I try to go beyond the sprea...
View ProfileBen Andrew
I work with a team of Brighton Jones professionals who help clients make informed decision...
View ProfileBiss McCarthy, CFP®
I chose this profession because it is rewarding to help people achieve their goals both pe...
View ProfileBrett Carolan, CFP®
I empower others to live richer lives by equipping them with the tools and confidence need...
View ProfileBrian Burgess, CFP®
Chandler Williams serves as an advisor in Brighton Jones' Seattle office.
View ProfileChandler Williams
Financial literacy is a true passion of mine, and I aim to bring that enthusiasm to Bright...
View ProfileCharné Bigler
As part of the Personal CFO team, I work closely with our advisors and client service asso...
View ProfileChristian Linares, CFP®
I always look forward to the professional fulfillment that comes when we help people achie...
View ProfileClayton Haak
As an advisor for Brighton Jones, my primary responsibility is to make sure that all the a...
View ProfileDavid Lamp, CFP®
I advise and educate Brighton Jones clients on how to align their passions with strategic,...
View ProfileDebra Shapira
When we navigate life with a people-first mindset, we make values-aligned decisions that d...
View ProfileDennis Chiu
I love building trusting relationships with clients and seeing them live out their unique ...
View ProfileElizabeth Norris
I understand that each client’s financial plan is different, and I work to ensure that the...
View ProfileEmily Wood, CFP®
Coming from a developing country taught me the importance of securing one’s assets and bui...
View ProfileEstefani Morris
I provide oversight and direction to our clients by formulating strategy and helping team ...
View ProfileGreer Smith, CFP®
I help drive the execution of our clients’ financial plans. My goal is to make what are or...
View ProfileHunter Goldstein
Talk to a Seattle financial advisor
"Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."
– Dan S., Brighton Jones client